Boston Family Office’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Boston Family Office’s Portfolio IBTL Stock Details IBTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.52M	Buy	123,346 +18,090	+17%	+$371K	0.17%	107
2025 Q4	$2.16M	Buy	105,256 +10,227	+11%	+$211K	0.14%	115
2025 Q3	$1.96M	Buy	95,029 +925	+1%	+$18.9K	0.12%	124
2025 Q2	$1.93M	Buy	94,104 +17,346	+23%	+$351K	0.13%	122
2025 Q1	$1.56M	Buy	76,758 +4,545	+6%	+$90.8K	0.11%	130
2024 Q4	$1.43M	Buy	72,213 +2,548	+4%	+$51.3K	0.1%	132
2024 Q3	$1.45M	Buy	69,665 +4,772	+7%	+$98K	0.1%	131
2024 Q2	$1.3M	Buy	+64,893	New	+$1.29M	0.09%	131

Other funds holding IBTL

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Boston Family Office's IBTL Position: Q1 2026 in Review

Boston Family Office increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 17% in Q1 2026, buying an estimated $371K and bringing the position to 123,346 shares worth $2.52M. The position accounts for 0.17% of the portfolio, ranked #107.

Boston Family Office first reported a position in IBTL in Q2 2024 and has held it in 8 quarters since. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

Boston Family Office held 123,346 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $2.52M as of Q1 2026.
Boston Family Office bought 18,090 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $371K.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.17% of Boston Family Office's portfolio in Q1 2026, its #107 holding.
Boston Family Office first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q2 2024 and has held it in 8 quarters since.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.